ETFs & Shares
The ETF and Shares tabs track your investments live and for all intents are identical as tabs.
The ETF and Shares tabs track your investments live and for all intents are identical as tabs. At the top of the tab you have the Watch table, which holds information about your investments (both those you've invested in and haven't invested in but are following).
The Purchase History table contains a list of all your purchases to date. Based on these exact prices and dates the Sheet automatically creates a variety of performance statistics.
To start tracking a new ETF or Share that you own or have an interest in, simply start from left to right and fill out a new row. International holdings in an overseas currency are supported.
Finding the Ticker "NASDAQ:APPL" via a Google Search
Every time you buy and sell an ETF or Share, you must enter it into the Purchase Table.
If you would like to expand the watch table, please follow the instructions below:
Step 1 - Right click on a row that contains a yellow holding.
Step 2 - Click Insert 1 above.
Step 3 - A new row should have been created but it will be empty of all formulas. To fill it with the correct formulas, right click on the row you clicked on in Step 1 and click on Copy.
Step 4 - Click on the empty row you created in Step 2, right click and click on paste.
This should expand the table and fill the new row with all the required formulas. Please repeat this as needed.
In the v2 version, the Sheet has support for including international ETFs and Shares and converting this live to your local currency. These assets are then included in your net worth with the current days exchange rate.
Example ETF/Share Watch Table in the UK Sheet
To enter an international asset into the Sheet, it must first go into the Watch table. As a first step, enter the assets ticker (column A) and name (column B). Lastly, enter the currency for the asset based on where it is priced (ie. USD for the NYSE - New York Stock Exchange) into column C. You can confirm this currency by searching for the holding and finding its listing price:
Example of finding the ticker and currency for NASDAQ:TSLA
As you can see in the watch table screenshot, the Live Price column will now display the current price in your local currency. If you take NASDAQ:TSLA as an example in the screenshots, the current price is $643.38USD, but the Sheet has display a converted value of £467.96 GBP in the Live Price column.
Example ETF/Share Purchase History Table in the UK Sheet
Entering in the purchase history of an international is much the same as as a local asset. The only distinction is the Order Price column. The order price must be pre-converted upon entering.
For example: You have the UK Sheet (GBP Currency) and purchased 10 Shares of NASDAQ:TSLA for $250USD. You would then enter £181.84 in the Order Price column.
For purchases made in the past where you need to lookup the exchange rate, you can use these resources:
In a future version of the Sheet support is being added to automatically convert past transactions.